Birch Hill Investment Advisors’s Paychex PAYX Stock Holding History

Birch Hill Investment Advisors’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$224K	–	202
2025 Q4	$224K	Hold	2,000	–	–	0.01%	190
2025 Q3	$254K	Hold	2,000	–	–	0.01%	180
2025 Q2	$290K	Sell	2,000 -120	-6%	-$18.1K	0.01%	171
2025 Q1	$327K	Buy	2,120 +120	+6%	+$17.6K	0.02%	159
2024 Q4	$280K	Hold	2,000	–	–	0.01%	169
2024 Q3	$268K	Hold	2,000	–	–	0.01%	163
2024 Q2	$237K	Hold	2,000	–	–	0.01%	164
2024 Q1	$246K	Hold	2,000	–	–	0.01%	156
2023 Q4	$238K	Hold	2,000	–	–	0.01%	148
2023 Q3	$231K	Hold	2,000	–	–	0.01%	147
2023 Q2	$224K	Hold	2,000	–	–	0.01%	147
2023 Q1	$229K	Hold	2,000	–	–	0.01%	146
2022 Q4	$231K	Hold	2,000	–	–	0.01%	144
2022 Q3	$224K	Hold	2,000	–	–	0.02%	139
2022 Q2	$228K	Hold	2,000	–	–	0.01%	140
2022 Q1	$273K	Hold	2,000	–	–	0.01%	142
2021 Q4	$273K	Hold	2,000	–	–	0.01%	153
2021 Q3	$225K	Hold	2,000	–	–	0.01%	157
2021 Q2	$215K	Buy	+2,000	New	+$201K	0.01%	157
2020 Q1	–	Sell	-3,500	Closed	-$298K	–	145
2019 Q4	$298K	Hold	3,500	–	–	0.02%	126
2019 Q3	$290K	Buy	+3,500	New	+$291K	0.02%	125
2019 Q1	–	Sell	-3,350	Closed	-$218K	–	145
2018 Q4	$218K	Hold	3,350	–	–	0.02%	133
2018 Q3	$247K	Buy	+3,350	New	+$241K	0.02%	137
2014 Q4	–	Sell	-4,560	Closed	-$202K	–	141
2014 Q3	$202K	Buy	+4,560	New	+$192K	0.02%	134
2014 Q1	–	Sell	-4,560	Closed	-$208K	–	140
2013 Q4	$208K	Buy	+4,560	New	+$195K	0.02%	135

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birch Hill Investment Advisors's PAYX Position: Q1 2026 in Review

Birch Hill Investment Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 2,000 shares — an estimated $224K sold.

Birch Hill Investment Advisors first reported a position in PAYX in Q4 2013 and held it in 25 quarters. The position peaked at $327K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Birch Hill Investment Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Birch Hill Investment Advisors sold 2,000 Paychex shares in Q1 2026, an estimated $224K.
Birch Hill Investment Advisors first reported a position in Paychex in Q4 2013 and held it in 25 quarters.
Birch Hill Investment Advisors's Paychex position peaked at $327K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.